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  • 9 Ways to Customise Your Matomo Like a Pro

    5 octobre 2022, par Erin

    Matomo is a feature-rich web analytics platform. As such, it has many layers of depth — core features, extra plug-ins, custom dimensions, reports, extensions and integrations. 

    Most of the product elements you see can be personalised and customised to your needs with minimal restrictions. However, this breadth of choice can be overlooked by new users. 

    In this post, we explain how to get the most out of Matomo with custom reports, dashboards, dimensions and even app design. 

    How to customise your Matomo web analytics

    To make major changes to Matomo (e.g., create custom dashboards or install new plugins), you’ll have to be a Matomo Super User (a.k.a. The Admin). Super Users can also grant administrator permissions to others so that more people could customise your Matomo deployment. 

    Most feature-related customisations (e.g. configuring a custom report, adding custom goal tracking, etc.) can be done by all users. 

    With the above in mind, here’s how you can tweak Matomo to better serve your website analytics needs : 

    1. Custom dashboards

    Matomo Customisable Dashboard and Widgets

    Dashboards provide a panorama view of all the collected website statistics. We display different categories of stats and KPIs as separate widgets — a standalone module you can also customise. 

    On your dashboard, you can change the type, position and number of widgets on display. This is an easy way to create separate dashboard views for different projects, clients or team members. Rather than a one-size-fits-all dashboard, a custom dashboard designed for a specific role or business unit will increase data-driven decision-making and efficiency across the business.

    You can create a new dashboard view in a few clicks. Then select a preferred layout — a split-page view or multi columns. Next, populate the new dashboard area with preferred widgets showing :

    Or code a custom widget area to pull specific website stats or other reporting data you need. Once you are done, arrange everything with our drag-and-drop functionality. 

    Matomo Widgets

    Popular feature use cases

    • Personalised website statistics layout for convenient viewing 
    • Simplified analytics dashboards for the line of business leaders/stakeholders 
    • Project- or client-specific dashboards for easy report sharing 

    Read more about customising Matomo dashboards and widget areas

    2. Custom reports

    Matomo Custom Reports

    As the name implies, Custom Reports widget allows you to mesh any of the dimensions and metrics collected by Matomo into a custom website traffic analysis. Custom reports save users time by providing specific data needed in one view so there is no need to jump back and forth between multiple reports or toggle through a report to find data.

    For each custom report, you can select up to three dimensions and then apply additional quantitative measurements (metrics) to drill down into the data.

    For example, if you want to closely observe mobile conversion rates in one market, you can create the following custom report :

    • Dimensions : User Type (registered), Device type (mobile), Location (France)
    • Metrics : Visits, Conversion Rate, Revenue, Avg. Generation Time.

    Custom Report widget is available within Matomo Cloud and as a plugin for Matomo On-Premise.

    &lt;script type=&quot;text/javascript&quot;&gt;<br />
           if ('function' === typeof window.playMatomoVideo){<br />
           window.playMatomoVideo(&quot;custom_reports&quot;, &quot;#custom_reports&quot;)<br />
           } else {<br />
           document.addEventListener(&quot;DOMContentLoaded&quot;, function() { window.playMatomoVideo(&quot;custom_reports&quot;, &quot;#custom_reports&quot;); });<br />
           }<br />
      &lt;/script&gt;

    Popular feature use cases

    • Campaign-specific reporting to better understand the impact of different promo strategies 
    • Advanced event tracking for conversion optimization 
    • Market segmentation reports to analyse different audience cohorts 

    Read more about creating and analysing Custom Reports.

    3. Custom widgets

    Matomo Customisable Widgets

    We realise that our users have different degrees of analytics knowledge. Some love in-depth reporting dimensions and multi-row reporting tables. Others just want to see essential stats. 

    To delight both the pros and the novice users, we’ve created widgets — reporting sub-modules you can add, delete or rearrange in a few clicks. Essentially, a widget is a slice of a dashboard area you can populate with extra information. 

    You can add pre-made custom widgets to Matomo or develop your own widget to display custom reports or even external data (e.g., offline sales volume). At the same time, you can also embed Matomo widgets into other applications (e.g., a website CMS or corporate portal).

    Popular feature use cases

    • Display main goals (e.g., new trial sign-ups) on the main dashboard for greater visibility 
    • Highlight cost-per-conversion reporting by combining goals and conversion data to keep your budgets in check 
    • Run omnichannel eCommerce analytics (with embedded offline sales data) to get a 360-degree view into your operations 

    Read more about creating widgets in Matomo (beginner’s guide)

    4. Custom dimensions 

    Matomo Custom Dimensions

    Dimensions describe the characteristics of reported data. Think of them as “filters” — a means to organise website analytics data by a certain parameter such as “Browser”, “Country”, “Device Type”, “User Type” and many more. 

    Custom Dimensions come in handy for all sorts of segmentation reports. For example, comparing conversion rates between registered and guest users. Or tracking revenue by device type and location. 

    For convenience, we’ve grouped Custom Dimensions in two categories :

    Visit dimensions. These associate metadata about a user with Visitor profiles — a summary of different knowledge you have about your audience. Reports for Visit scoped custom dimensions are available in the Visitors section of your dashboard. 

    Action dimensions. These segment users by specific actions tracked by Matomo such as pageviews, events completion, downloads, form clicks, etc. When configuring Custom Dimensions, you can select among pre-defined action types or code extra action dimensions. Action scoped custom dimensions are available in the Behaviours section of Matomo. 

    Depending on your Matomo version, you can apply 5 – 15 custom dimensions to reports. 

    Important : Since you can’t delete dimensions (only deactivate them), think about your use case first. Custom Dimensions each have their own dedicated reports page on your Matomo dashboard. 

    Popular custom dimension use cases among users :

    • Segmenting reports by users’ screen resolution size to understand how your website performs on different devices
    • Monitor conversion rates for different page types to determine your best-performing assets 

    Read more about creating, tracking and managing Custom Dimensions

    5. Custom scheduled reports

    Manually sending reports can be time consuming, especially if you have multiple clients or provide reports to numerous stakeholders. Custom scheduled reports remove this manual process to improve efficiency and ensure timely distribution of data to relevant users.

    Any report in Matomo (default or custom) can be shared with others by email as a PDF file, HTML content or as an attached CSV document. 

    You can customise which data you want to send to different people — your colleagues, upper management, clients or other company divisions. Then set up the frequency of email dispatches and Matomo will do the rest. 

    Auto-scheduling an email report is easy. Name your report, select a Segment (aka custom or standard report), pick time, file format and sender. 

    Matomo Schedule Reports

    You can also share links to Matomo reports as text messages, if you are using ASPSMS or Clockwork SMS

    Popular feature use cases

    • Convenient stakeholder reporting on key website KPIs 
    • Automated client updates to keep clients informed and reduce workload 
    • Easy data downloads for doing custom analysis with business intelligence tools 

    Read more about email reporting features in Matomo

    6. Custom alerts

    Matomo Custom Alerts

    Custom Alerts is a Matomo plugin for keeping you updated on the most important analytics events. Unlike Custom Reports, which provide a complete or segmented analytics snapshot, alerts are better suited for tracking individual events. For example, significant traffic increases from a specific channel, new 404 pages or major goal achievement (e.g., hitting 1,000 sales in a week). 

    Custom Alerts are a convenient way to keep your finger on the pulse of your site so you can quickly remedy an issue or get updated on reaching a crucial KPI promptly. You can receive custom alerts via email or text message in a matter of minutes.

    To avoid flooding your inbox with alerts, we recommend reserving Custom Alerts for a select few use cases (3 to 5) and schedule custom Email Reports to receive general web page analytics. 

    Popular custom alerts use cases among users :

    • Monitor sudden drops in revenue to investigate the cause behind them and solve any issues promptly 
    • Get notified of traffic spikes or sudden dips to better manage your website’s technical performance 

    Read more about creating and managing Custom Alerts

    7. Goals

    Matomo Customisable Goal Funnels

    Goals feature helps you better understand how your website performs on certain business objectives such as lead generation, online sales or content discovery. A goal is a quantifiable action you want to measure (e.g., a specific page visit, form submission or a file download). 

    When combined together, Goals make up your sales funnel — a series of specific actions you expect users to complete in order to convert. 

    Goals-setting and Funnel Analytics are a powerful, customisable combo for understanding how people navigate your website ; what makes them take action or, on the contrary, lose interest and bounce off. 

    On Matomo, you can simultaneously track multiple goals, monitor multiple conversions per one visit (e.g., when one user requests two content downloads) and assign revenue targets to specific goals.

    &lt;script type=&quot;text/javascript&quot;&gt;<br />
           if ('function' === typeof window.playMatomoVideo){<br />
           window.playMatomoVideo(&quot;goals&quot;, &quot;#goals&quot;)<br />
           } else {<br />
           document.addEventListener(&quot;DOMContentLoaded&quot;, function() { window.playMatomoVideo(&quot;goals&quot;, &quot;#goals&quot;); });<br />
           }<br />
      &lt;/script&gt;

    Separately, Matomo Cloud users also get access to a premium Funnels feature and Multi Channel Conversion Attribution. On-Premises Matomo users can get both as paid plugins via our Marketplace.

    Popular goal tracking use cases among users :

    • Tracking newsletter subscription to maximise subscriber growth 
    • Conversion tracking for gated content (e.g., eBooks) to understand how each asset performs 
    • Analysing the volume of job applications per post to better interpret your HR marketing performance 

    Read more about creating and managing Goals in Matomo.

    8. Themes

    Matomo On-Premise Customisable Themes

    Want to give your Matomo app a distinctive visual flair ? Pick a new free theme for your On-Premises installation. Minimalistic, dark or classic — our community created six different looks that other Matomo users can download and install in a few clicks. 

    If you have some HTML/CSS/JS knowledge, you can also design your own Matomo theme. Since Matomo is an open-source project, we don’t restrict interface customisation and always welcome creativity from our users.

    Read more about designing your own Matomo theme (developer documentation).

    9. White labelling

    Matomo white label options

    Matomo is one of the few website analytics tools to support white labelling. White labelling means that you can distribute our product to others under your brand. 

    For example, as a web design agency, you can delight customers with pre-installed GDPR-friendly website analytics. Marketing services providers, in turn, can present their clients with embedded reporting widgets, robust funnel analytics and 100% unsampled data. 

    Apart from selecting a custom theme, you can also align Matomo with your brand by :

    • Customising product name
    • Using custom header/font colours 
    • Change your tracking endpoint
    • Remove links to Matomo.org

    To streamline Matomo customisation and set-up, we developed a White Label plug-in. It provides a convenient set of controls for changing your Matomo deployment and distributing access rights to other users or sharing embedded Matomo widgets). 

    Read more about white labelling Matomo

    Learning more about Matomo 

    Matomo has an ever-growing list of features, ranging from standard website tracking controls to unique conversion rate optimisation tools (heatmaps, media analytics, user cohorts and more).

    To learn more about Matomo features you can check our free video web analytics training series where we cover the basics. For feature-specific tips, tricks and configurations, browse our video content or written guides

  • A systematic approach to making Web Applications accessible

    22 février 2012, par silvia

    With the latest developments in HTML5 and the still fairly new ARIA (Accessible Rich Interface Applications) attributes introduced by the W3C WAI (Web Accessibility Initiative), browsers have now implemented many features that allow you to make your JavaScript-heavy Web applications accessible.

    Since I began working on making a complex web application accessible just over a year ago, I discovered that there was no step-by-step guide to approaching the changes necessary for creating an accessible Web application. Therefore, many people believe that it is still hard, if not impossible, to make Web applications accessible. In fact, it can be approached systematically, as this article will describe.

    This post is based on a talk that Alice Boxhall and I gave at the recent Linux.conf.au titled “Developing accessible Web apps – how hard can it be ?” (slides, video), which in turn was based on a Google Developer Day talk by Rachel Shearer (slides).

    These talks, and this article, introduce a process that you can follow to make your Web applications accessible : each step will take you closer to having an application that can be accessed using a keyboard alone, and by users of screenreaders and other accessibility technology (AT).

    The recommendations here only roughly conform to the requirements of WCAG (Web Content Accessibility Guidelines), which is the basis of legal accessibility requirements in many jurisdictions. The steps in this article may or may not be sufficient to meet a legal requirement. It is focused on the practical outcome of ensuring users with disabilities can use your Web application.

    Step-by-step Approach

    The steps to follow to make your Web apps accessible are as follows :

    1. Use native HTML tags wherever possible
    2. Make interactive elements keyboard accessible
    3. Provide extra markup for AT (accessibility technology)

    If you are a total newcomer to accessibility, I highly recommend installing a screenreader and just trying to read/navigate some Web pages. On Windows you can install the free NVDA screenreader, on Mac you can activate the pre-installed VoiceOver screenreader, on Linux you can use Orca, and if you just want a browser plugin for Chrome try installing ChromeVox.

    1. Use native HTML tags

    As you implement your Web application with interactive controls, try to use as many native HTML tags as possible.

    HTML5 provides a rich set of elements which can be used to both add functionality and provide semantic context to your page. HTML4 already included many useful interactive controls, like <a>, <button>, <input> and <select>, and semantic landmark elements like <h1>. HTML5 adds richer <input> controls, and a more sophisticated set of semantic markup elements like such as <time>, <progress>, <meter>, <nav>, <header>, <article> and <aside>. (Note : check browser support for browser support of the new tags).

    Using as much of the rich HTML5 markup as possible means that you get all of the accessibility features which have been implemented in the browser for those elements, such as keyboard support, short-cut keys and accessibility metadata, for free. For generic tags you have to implement them completely from scratch.

    What exactly do you miss out on when you use a generic tag such as <div> over a specific semantic one such as <button> ?

    1. Generic tags are not focusable. That means you cannot reach them through using the [tab] on the keyboard.
    2. You cannot activate them with the space bar or enter key or perform any other keyboard interaction that would be regarded as typical with such a control.
    3. Since the role that the control represents is not specified in code but is only exposed through your custom visual styling, screenreaders cannot express to their users what type of control it is, e.g. button or link.
    4. Neither can screenreaders add the control to the list of controls on the page that are of a certain type, e.g. to navigate to all headers of a certain level on the page.
    5. And finally you need to manually style the element in order for it to look distinctive compared to other elements on the page ; using a default control will allow the browser to provide the default style for the platform, which you can still override using CSS if you want.

    Example :

    Compare these two buttons. The first one is implemented using a <div> tag, the second one using a <button> tag. Try using a screenreader to experience the difference.

    Send
    <style>
     .custombutton 
      cursor : pointer ;
      border : 1px solid #000 ;
      background-color : #F6F6F6 ;
      display : inline-block ;
      padding : 2px 5px ;
    
    </style>
    <div class="custombutton" onclick="alert(’sent !’)">
      Send
    </div>
    
    <button onclick="alert(’sent !’)">
    Send
    </button>

    2. Make interactive elements keyboard accessible

    Many sophisticated web applications have some interactive controls that just have no appropriate HTML tag equivalent. In this case, you will have had to build an interactive element with JavaScript and <div> and/or <span> tags and lots of custom styling. The good news is, it’s possible to make even these custom controls accessible, and as a side benefit you will also make your application smoother to use for power users.

    The first thing you can do to test usability of your control, or your Web app, is to unplug the mouse and try to use only the [TAB] and [ENTER] keys to interact with your application.

    the tab key on the keyboardthe enter key on the keyboard

    Try the following :

    • Can you reach all interactive elements with [TAB] ?
    • Can you activate interactive elements with [ENTER] (or [SPACE]) ?
    • Are the elements in the right tab order ?
    • After interaction : is the right element in focus ?
    • Is there a keyboard shortcut that activates the element (accesskey) ?

    No ? Let’s fix it.

    2.1. Reaching interactive elements

    If you have an element on your page that cannot be reached with [TAB], put a @tabindex attribute on it.

    Example :

    Here we have a <span> tag that works as a link (don’t do this – it’s just a simple example). The first one cannot be reached using [TAB] but the second one has a tabindex and is thus part of the tab order of the HTML page.

    (Note : since we experiment lots with the tabindex in this article, to avoid confusion, click on some text in this paragraph and then hit the [TAB] key to see where it goes next. The click will set your keyboard focus in the DOM.)

    Click

    <style>
    .customlink 
      text-decoration : underline ;
      cursor : pointer ;
    
    </style>
    <span class="customlink" onclick="alert(’activated !’)">
    Click
    </span>
    
    Click
    <style>
    .customlink 
      text-decoration : underline ;
      cursor : pointer ;
    
    </style>
    <span class="customlink" onclick="alert(’activated !’)" tabindex="0">
    Click
    </span>
    

    You set @tabindex=0 to add an element into the native tab order of the page, which is the DOM order.

    2.2. Activating interactive elements

    Next, you typically want to be able to use the [ENTER] and [SPACE] keys to activate your custom control. To do so, you will need to implement an onkeydown event handler. Note that the keyCode for [ENTER] is 13 and for [SPACE] is 32.

    Example :

    Let’s add this functionality to the <span> tag from before. Try tabbing to it and hit the [ENTER] or [SPACE] key.

    Click
    <span class="customlink" onclick="alert(’activated !’)" tabindex="0">
    Click
    </span>
    
    &lt;script&gt;<br />
    function handlekey(event) {<br />
    var target = event.target || event.srcElement;<br />
    if (event.keyCode == 13 || event.keyCode == 32) { target.onclick(); }<br />
    }<br />
    &lt;/script&gt;


    Click

    <span class="customlink" onclick="alert(’activated !’)" tabindex="0"
          onkeydown="handlekey(event) ;">
    Click
    </span>
    <script>
    function handlekey(event) 
      var target = event.target || event.srcElement ;
      if (event.keyCode == 13 || event.keyCode == 32) 
        target.onclick() ;
      
    
    </script>

    Note that there are some controls that might need support for keys other than [tab] or [enter] to be able to use them from the keyboard alone, for example a custom list box, menu or slider should respond to arrow keys.

    2.3. Elements in the right tab order

    Have you tried tabbing to all the elements on your page that you care about ? If so, check if the order of tab stops seems right. The default order is given by the order in which interactive elements appear in the DOM. For example, if your page’s code has a right column that is coded before the main article, then the links in the right column will receive tab focus first before the links in the main article.

    You could change this by re-ordering your DOM, but oftentimes this is not possible. So, instead give the elements that should be the first ones to receive tab focus a positive @tabindex. The tab access will start at the smallest non-zero @tabindex value. If multiple elements share the same @tabindex value, these controls receive tab focus in DOM order. After that, interactive elements and those with @tabindex=0 will receive tab focus in DOM order.

    Example :

    The one thing that always annoys me the most is if the tab order in forms that I am supposed to fill in is illogical. Here is an example where the first and last name are separated by the address because they are in a table. We could fix it by moving to a <div> based layout, but let’s use @tabindex to demonstrate the change.

    Firstname :
    Address :
    Lastname :
    City :
    <table class="customtabs">
      <tr>
        <td>Firstname :
          <input type="text" id="firstname">
        </td>
        <td>Address :
          <input type="text" id="address">
        </td>
      </tr>
      <tr>
        <td>Lastname :
          <input type="text" id="lastname">
        </td>
        <td>City :
          <input type="text" id="city">
        </td>
      </tr>
    </table>
    
    Click here to test this form,
    then [TAB] :
    Firstname :
    Address :
    Lastname :
    City :
    <table class="customtabs">
      <tr>
        <td>Firstname :
          <input type="text" id="firstname" tabindex="10">
        </td>
        <td>Address :
          <input type="text" id="address" tabindex="30">
        </td>
      </tr>
      <tr>
        <td>Lastname :
          <input type="text" id="lastname" tabindex="20">
        </td>
        <td>City :
          <input type="text" id="city" tabindex="40">
        </td>
      </tr>
    </table>

    Be very careful with using non-zero tabindex values. Since they change the tab order on the page, you may get side effects that you might not have intended, such as having to give other elements on the page a non-zero tabindex value to avoid skipping too many other elements as I would need to do here.

    2.4. Focus on the right element

    Some of the controls that you create may be rather complex and open elements on the page that were previously hidden. This is particularly the case for drop-downs, pop-ups, and menus in general. Oftentimes the hidden element is not defined in the DOM right after the interactive control, such that a [TAB] will not put your keyboard focus on the next element that you are interacting with.

    The solution is to manage your keyboard focus from JavaScript using the .focus() method.

    Example :

    Here is a menu that is declared ahead of the menu button. If you tab onto the button and hit enter, the menu is revealed. But your tab focus is still on the menu button, so your next [TAB] will take you somewhere else. We fix it by setting the focus on the first menu item after opening the menu.

    &lt;script&gt;<br />
    function displayMenu(value) {<br />
    document.getElementById(&quot;custommenu&quot;).style.display=value;<br />
    }<br />
    &lt;/script&gt;
    <div id="custommenu" style="display:none ;">
      <button id="item1" onclick="displayMenu(’none’) ;">Menu item1</button>
      <button id="item2" onclick="displayMenu(’none’) ;">Menu item2</button>
    </div>
    <button onclick="displayMenu(’block’) ;">Menu</button>
    <script>
    function displayMenu(value) 
     document.getElementById("custommenu").style.display=value ;
    
    </script>
    
    &lt;script&gt;<br />
    function displayMenu2(value) {<br />
    document.getElementById(&quot;custommenu2&quot;).style.display=value;<br />
    document.getElementById(&quot;item1&quot;).focus();<br />
    }<br />
    &lt;/script&gt;
    <div id="custommenu" style="display:none ;">
      <button id="item1" onclick="displayMenu(’none’) ;">Menu item1</button>
      <button id="item2" onclick="displayMenu(’none’) ;">Menu item2</button>
    </div>
    <button onclick="displayMenu(’block’) ;">Menu</button>
    <script>
    function displayMenu(value) 
     document.getElementById("custommenu").style.display=value ;
     document.getElementById("item1").focus() ;
    
    </script>

    You will notice that there are still some things you can improve on here. For example, after you close the menu again with one of the menu items, the focus does not move back onto the menu button.

    Also, after opening the menu, you may prefer not to move the focus onto the first menu item but rather just onto the menu <div>. You can do so by giving that div a @tabindex and then calling .focus() on it. If you do not want to make the div part of the normal tabbing order, just give it a @tabindex=-1 value. This will allow your div to receive focus from script, but be exempt from accidental tabbing onto (though usually you just want to use @tabindex=0).

    Bonus : If you want to help keyboard users even more, you can also put outlines on the element that is currently in focus using CSS”s outline property. If you want to avoid the outlines for mouse users, you can dynamically add a class that removes the outline in mouseover events but leaves it for :focus.

    2.5. Provide sensible keyboard shortcuts

    At this stage your application is actually keyboard accessible. Congratulations !

    However, it’s still not very efficient : like power-users, screenreader users love keyboard shortcuts : can you imagine if you were forced to tab through an entire page, or navigate back to a menu tree at the top of the page, to reach each control you were interested in ? And, obviously, anything which makes navigating the app via the keyboard more efficient for screenreader users will benefit all power users as well, like the ubiquitous keyboard shortcuts for cut, copy and paste.

    HTML4 introduced so-called accesskeys for this. In HTML5 @accesskey is now allowed on all elements.

    The @accesskey attribute takes the value of a keyboard key (e.g. @accesskey="x") and is activated through platform- and browser-specific activation keys. For example, on the Mac it’s generally the [Ctrl] key, in IE it’ the [Alt] key, in Firefox on Windows [Shift]-[Alt], and in Opera on Windows [Shift]-[ESC]. You press the activation key and the accesskey together which either activates or focuses the element with the @accesskey attribute.

    Example :


    &lt;script&gt;<br />
    var button = document.getElementById('accessbutton');<br />
    if (button.accessKeyLabel) {<br />
     button.innerHTML += ' (' + button.accessKeyLabel + ')';<br />
    }<br />
    &lt;/script&gt;
    <button id="accessbutton" onclick="alert(’sent !’)" accesskey="e">
    Send
    </button>
    <script>
      var button = document.getElementById(’accessbutton’) ;
      if (button.accessKeyLabel) 
        button.innerHTML += ’ (’ + button.accessKeyLabel + ’)’ ;
      
    </script>

    Now, the idea behind this is clever, but the execution is pretty poor. Firstly, the different activation keys between different platforms and browsers make it really hard for people to get used to the accesskeys. Secondly, the key combinations can conflict with browser and screenreader shortcut keys, the first of which will render browser shortcuts unusable and the second will effectively remove the accesskeys.

    In the end it is up to the Web application developer whether to use the accesskey attribute or whether to implement explicit shortcut keys for the application through key event handlers on the window object. In either case, make sure to provide a help list for your shortcut keys.

    Also note that a page with a really good hierarchical heading layout and use of ARIA landmarks can help to eliminate the need for accesskeys to jump around the page, since there are typically default navigations available in screen readers to jump directly to headings, hyperlinks, and ARIA landmarks.

    3. Provide markup for AT

    Having made the application keyboard accessible also has advantages for screenreaders, since they can now reach the controls individually and activate them. So, next we will use a screenreader and close our eyes to find out where we only provide visual cues to understand the necessary interaction.

    Here are some of the issues to consider :

    • Role may need to get identified
    • States may need to be kept track of
    • Properties may need to be made explicit
    • Labels may need to be provided for elements

    This is where the W3C’s ARIA (Accessible Rich Internet Applications) standard comes in. ARIA attributes provide semantic information to screen readers and other AT that is otherwise conveyed only visually.

    Note that using ARIA does not automatically implement the standard widget behavior – you’ll still need to add focus management, keyboard navigation, and change aria attribute values in script.

    3.1. ARIA roles

    After implementing a custom interactive widget, you need to add a @role attribute to indicate what type of controls it is, e.g. that it is playing the role of a standard tag such as a button.

    Example :

    This menu button is implemented as a <div>, but with a role of “button” it is announced as a button by a screenreader.

    Menu
    <div tabindex="0" role="button">Menu</div>
    

    ARIA roles also describe composite controls that do not have a native HTML equivalent.

    Example :

    This menu with menu items is implemented as a set of <div> tags, but with a role of “menu” and “menuitem” items.

    <div role="menu">
      <div tabindex="0" role="menuitem">Cut</div>
      <div tabindex="0" role="menuitem">Copy</div>
      <div tabindex="0" role="menuitem">Paste</div>
    </div>
    

    3.2. ARIA states

    Some interactive controls represent different states, e.g. a checkbox can be checked or unchecked, or a menu can be expanded or collapsed.

    Example :

    The following menu has states on the menu items, which are here not just used to give an aural indication through the screenreader, but also a visual one through CSS.

    <style>
    .custombutton[aria-checked=true]:before 
       content :  "\2713 " ;
    
    </style>
    <div role="menu">
      <div tabindex="0" role="menuitem" aria-checked="true">Left</div>
      <div tabindex="0" role="menuitem" aria-checked="false">Center</div>
      <div tabindex="0" role="menuitem" aria-checked="false">Right</div>
    </div>
    

    3.3. ARIA properties

    Some of the functionality of interactive controls cannot be captured by the role attribute alone. We have ARIA properties to add features that the screenreader needs to announce, such as aria-label, aria-haspopup, aria-activedescendant, or aria-live.

    Example :

    The following drop-down menu uses aria-haspopup to tell the screenreader that there is a popup hidden behind the menu button together with an ARIA state of aria-expanded to track whether it’s open or closed.

    Justify
    &lt;script&gt;<br />
    var button = document.getElementById(&quot;button&quot;);<br />
    var menu = document.getElementById(&quot;menu&quot;);<br />
    var items = document.getElementsByClassName(&quot;menuitem&quot;);<br />
    var focused = 0;<br />
    function showMenu(evt) {<br />
       evt.stopPropagation();<br />
       menu.style.visibility = 'visible';<br />
       button.setAttribute('aria-expanded','true');<br />
       focused = getSelected();<br />
       items[focused].focus();<br />
     }<br />
     function hideMenu(evt) {<br />
       evt.stopPropagation();<br />
       menu.style.visibility = 'hidden';<br />
       button.setAttribute('aria-expanded','false');<br />
       button.focus();<br />
     }<br />
     function getSelected() {<br />
       for (var i=0; i &lt; items.length; i++) {<br />
         if (items[i].getAttribute('aria-checked') == 'true') {<br />
           return i;<br />
         }<br />
       }<br />
     }<br />
     function setSelected(elem) {<br />
       var curSelected = getSelected();<br />
       items[curSelected].setAttribute('aria-checked', 'false');<br />
       elem.setAttribute('aria-checked', 'true');<br />
     }<br />
     function selectItem(evt) {<br />
       setSelected(evt.target);<br />
       hideMenu(evt);<br />
     }<br />
    function getPrevItem(index) {<br />
       var prev = index - 1;<br />
       if (prev &lt; 0) {<br />
         prev = items.length - 1;<br />
       }<br />
       return prev;<br />
     }<br />
     function getNextItem(index) {<br />
       var next = index + 1;<br />
       if (next == items.length) {<br />
         next = 0;<br />
       }<br />
       return next;<br />
     }<br />
    function handleButtonKeys(evt) {<br />
       evt.stopPropagation();<br />
       var key = evt.keyCode;<br />
       switch(key) {<br />
         case (13): /* ENTER */<br />
         case (32): /* SPACE */<br />
           showMenu(evt);<br />
         default:<br />
       }<br />
     }<br />
     function handleMenuKeys(evt) {<br />
       evt.stopPropagation();<br />
       var key = evt.keyCode;<br />
       switch(key) {<br />
         case (38): /* UP */<br />
           focused = getPrevItem(focused);<br />
           items[focused].focus();<br />
           break;<br />
         case (40): /* DOWN */<br />
           focused = getNextItem(focused);<br />
           items[focused].focus();<br />
           break;<br />
         case (13): /* ENTER */<br />
         case (32): /* SPACE */<br />
           setSelected(evt.target);<br />
             hideMenu(evt);<br />
             break;<br />
         case (27): /* ESC */<br />
           hideMenu(evt);<br />
            break;<br />
         default:<br />
       }<br />
     }<br />
     button.addEventListener('click', showMenu, false);<br />
     button.addEventListener('keydown', handleButtonKeys, false);<br />
     for (var i = 0;  i &lt; items.length; i++) {<br />
       items[i].addEventListener('click', selectItem, false);<br />
       items[i].addEventListener('keydown', handleMenuKeys, false);<br />
     }<br />
    &lt;/script&gt;
    <div class="custombutton" id="button" tabindex="0" role="button"
       aria-expanded="false" aria-haspopup="true">
        <span>Justify</span>
    </div>
    <div role="menu"  class="menu" id="menu" style="display : none ;">
      <div tabindex="0" role="menuitem" class="menuitem" aria-checked="true">
        Left
      </div>
      <div tabindex="0" role="menuitem" class="menuitem" aria-checked="false">
        Center
      </div>
      <div tabindex="0" role="menuitem" class="menuitem" aria-checked="false">
        Right
      </div>
    </div>
    [CSS and JavaScript for example omitted]

    3.4. Labelling

    The main issue that people know about accessibility seems to be that they have to put alt text onto images. This is only one means to provide labels to screenreaders for page content. Labels are short informative pieces of text that provide a name to a control.

    There are actually several ways of providing labels for controls :

    • on img elements use @alt
    • on input elements use the label element
    • use @aria-labelledby if there is another element that contains the label
    • use @title if you also want a label to be used as a tooltip
    • otherwise use @aria-label

    I’ll provide examples for the first two use cases - the other use cases are simple to deduce.

    Example :

    The following two images show the rough concept for providing alt text for images : images that provide information should be transcribed, images that are just decorative should receive an empty @alt attribute.

    shocked lolcat titled 'HTML cannot do that!
    Image by Noah Sussman
    <img src="texture.jpg" alt="">
    <img src="lolcat.jpg"
    alt="shocked lolcat titled ’HTML cannot do that !">
    <img src="texture.jpg" alt="">
    

    When marking up decorative images with an empty @alt attribute, the image is actually completely removed from the accessibility tree and does not confuse the blind user. This is a desired effect, so do remember to mark up all your images with @alt attributes, even those that don’t contain anything of interest to AT.

    Example :

    In the example form above in Section 2.3, when tabbing directly on the input elements, the screen reader will only say "edit text" without announcing what meaning that text has. That’s not very useful. So let’s introduce a label element for the input elements. We’ll also add checkboxes with a label.






    <label>Doctor title :</label>
      <input type="checkbox" id="doctor"/>
    <label>Firstname :</label>
      <input type="text" id="firstname2"/>
    

    <label for="lastname2">Lastname :</label>
    <input type="text" id="lastname2"/>

    <label>Address :
    <input type="text" id="address2">
    </label>
    <label for="city2">City :
    <input type="text" id="city2">
    </label>
    <label for="remember">Remember me :</label>
    <input type="checkbox" id="remember">

    In this example we use several different approaches to show what a different it makes to use the <label> element to mark up input boxes.

    The first two fields just have a <label> element next to a <input> element. When using a screenreader you will not notice a difference between this and not using the <label> element because there is no connection between the <label> and the <input> element.

    In the third field we use the @for attribute to create that link. Now the input field isn’t just announced as "edit text", but rather as "Lastname edit text", which is much more useful. Also, the screenreader can now skip the labels and get straight on the input element.

    In the fourth and fifth field we actually encapsulate the <input> element inside the <label> element, thus avoiding the need for a @for attribute, though it doesn’t hurt to explicity add it.

    Finally we look at the checkbox. By including a referenced <label> element with the checkbox, we change the screenreaders announcement from just "checkbox not checked" to "Remember me checkbox not checked". Also notice that the click target now includes the label, making the checkbox not only more usable to screenreaders, but also for mouse users.

    4. Conclusions

    This article introduced a process that you can follow to make your Web applications accessible. As you do that, you will noticed that there are other things that you may need to do in order to give the best experience to a power user on a keyboard, a blind user using a screenreader, or a vision-impaired user using a screen magnifier. But once you’ve made a start, you will notice that it’s not all black magic and a lot can be achieved with just a little markup.

    You will find more markup in the WAI ARIA specification and many more resources at Mozilla’s ARIA portal. Now go and change the world !

    Many thanks to Alice Boxhall and Dominic Mazzoni for their proof-reading and suggested changes that really helped improve the article !

  • Revision 32758 : ajustements

    8 novembre 2009, par cedric@… — Log

    ajustements